+190.0%
AMKR vs EXE
+192.2%
-2.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.1% |
| 7D | +11.1% | -1.8% | +12.9% | +11.6% |
| 30D | -8.1% | +6.4% | -14.5% | -9.7% |
| 3M | -25.6% | +9.2% | -34.8% | -27.5% |
| 6M | +22.5% | -7.0% | +29.5% | +24.1% |
| YTD | +29.1% | -9.5% | +38.6% | +31.1% |
| 1Y | +105.7% | +6.2% | +99.5% | +99.9% |
| 3Y | +133.2% | +20.7% | +112.5% | +116.7% |
| 5Y | +98.5% | +103.6% | -5.1% | +64.2% |
| All | +190.0% | +192.2% | -2.2% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EXE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling